Purchases and Sales Made in Q2 2025 in J P Morgan Exchange Traded Fd (JEPI)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JEPI) during Q2 2025. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHANGE-TRADED FD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-8.4K- 14.54% |
$429K - $479K
|
49.3K
$2.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-8.47K- 68.88% |
$433K - $483K
|
3.83K
$217K
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-8.67K- 4.96% |
$443K - $494K
|
166K
$9.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-8.8K- 14.76% |
$450K - $501K
|
50.8K
$2.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-8.83K- 29.09% |
$451K - $503K
|
21.5K
$1.22M
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-8.84K- 51.06% |
$452K - $504K
|
8.48K
$480K
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-9.1K- 9.98% |
$465K - $519K
|
82.1K
$4.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-9.21K- 12.03% |
$471K - $525K
|
67.4K
$3.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-9.27K- 4.58% |
$474K - $528K
|
193K
$10.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-9.55K- 10.15% |
$488K - $544K
|
84.6K
$4.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-9.6K- 68.68% |
$491K - $547K
|
4.38K
$248K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-9.65K- 25.76% |
$493K - $550K
|
27.8K
$1.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-9.77K- 90.72% |
$500K - $557K
|
1K
$56.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.88K- 2.25% |
$505K - $563K
|
430K
$24.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.91K- 1.89% |
$507K - $565K
|
513K
$29.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-10.1K- 8.31% |
$518K - $577K
|
112K
$6.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-10.3K- 7.26% |
$526K - $586K
|
131K
$7.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-10.7K- 55.44% |
$545K - $607K
|
8.57K
$485K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-10.7K- 21.38% |
$545K - $608K
|
39.2K
$2.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-10.7K- 5.25% |
$549K - $612K
|
194K
$11M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-11.1K- 3.61% |
$569K - $634K
|
297K
$16.8M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-11.1K- 13.35% |
$570K - $635K
|
72.3K
$4.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-11.3K- 19.08% |
$577K - $643K
|
47.8K
$2.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-11.5K- 21.27% |
$586K - $654K
|
42.4K
$2.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-11.7K- 19.87% |
$598K - $666K
|
47.1K
$2.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-11.8K- 6.94% |
$605K - $675K
|
159K
$8.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-11.9K- 40.25% |
$610K - $680K
|
17.7K
$1M
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-12.2K- 25.46% |
$622K - $693K
|
35.6K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-12.2K- 61.35% |
$626K - $698K
|
7.71K
$437K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-12.4K- 36.55% |
$634K - $707K
|
21.5K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.3K- 6.83% |
$679K - $756K
|
181K
$10.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-13.9K- 26.78% |
$713K - $795K
|
38.1K
$2.16M
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-14.6K- 49.92% |
$746K - $831K
|
14.6K
$828K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-14.7K- 80.07% |
$753K - $839K
|
3.66K
$207K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-15.1K- 56.16% |
$774K - $862K
|
11.8K
$669K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-15.1K- 9.34% |
$774K - $863K
|
147K
$8.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-15.2K- 5.36% |
$775K - $864K
|
268K
$15.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-15.2K- 22.42% |
$777K - $866K
|
52.6K
$2.98M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-15.7K- 7.25% |
$800K - $892K
|
200K
$11.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-15.7K- 23.67% |
$801K - $892K
|
50.5K
$2.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-16K- 19.16% |
$818K - $912K
|
67.5K
$3.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-16.1K- 70.59% |
$823K - $918K
|
6.71K
$380K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-16.2K- 30.11% |
$826K - $921K
|
37.5K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-16.3K- 8.98% |
$833K - $928K
|
165K
$9.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-16.6K- 21.92% |
$848K - $946K
|
59.1K
$3.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-17.2K- 11.01% |
$877K - $978K
|
139K
$7.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-17.5K- 9.57% |
$895K - $997K
|
165K
$9.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-17.7K- 17.04% |
$904K - $1.01M
|
86.1K
$4.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17.9K- 75.7% |
$915K - $1.02M
|
5.74K
$325K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-18K- 11.52% |
$923K - $1.03M
|
139K
$7.85M
|